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Folders can be created and nested to help organize the categories or case definitions into logical groups and provide an easy to understand, hierarchical grouping of categories or case definitions. Another use for a folder would be to assign the same permissions to a group of categories. By setting up a folder and sharing the permissions you only need to add users and groups once rather than for each individual category.

 

SD_R_Design_Categories_Folders_001

 

New Category...

Starts the process for creating a new category within this folder.

 

New Case Definition…

Starts the process for creating a new case definition.

 

New Folder

Create new folder (sub-folder) within this folder.

 

Rename

The name of the folder can be modified.

 

Delete Folder

The folder can be deleted.

 

Export...

Export configuration definitions for this folder and sub-items.  By default the folder structure is not exported, if you want to export the folder structure make sure you check  Include Folder Structure in the Export dialog.

 

Security Report...

The security report contains all security settings for all categories in the folder. It allows you to document the final security configuration after installing a system. The security report is stored as a ".csv" file which can be viewed with Microsoft Excel.  

 

Security

View and edit role-based access for anything below this node.

Tutorials: Role-based access